Michael and I empty the Animal Spirits inbox to answer podcast listener questions.
Links
Animal Spirits: An Extraordinary Decade
Michael and I discuss future stock market returns, inflation at Chipotle, growth vs. deep value and much more.
Animal Spirits: Person of the Year
Michael and I discuss my trip to NYC, the biggest stocks are on their own planet, inflation and more.
Animal Spirits: The Most Crowded Stocks
This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Why the stock market doesn’t care about the growth stock crash Speculation in stocks worked in 2020; not so much this year Betting your life savings…
Animal Spirits: Housing Prices Are Still Too Low
Michael and I discuss the impact of Omicron on the market and economy, why bond yields continue to fall, Tesla’s wild options market and much more.
Animal Spirits: The High Beta Crash
This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Why don’t the stock and bond markets care about inflation yet? Corporations are using inflation as an excuse to raise prices and keep margins high Some…
Animal Spirits: Everyone Hates Inflation
Today’s Animal Spirits is presented by Groundfloor: Check out our interview with Groundfloor CEO Brian Dally from July here. We discuss: Why inflation make everyone angry How the White House dropped the ball on inflation messaging Now vs. the last time inflation was this high Why higher inflation isn’t necessarily a bad thing for stocks…
Animal Spirits: Great Quartr Guys
Michael and I discuss Elon Musk’s Twitter antics, growth stocks getting pummelled, how to listen to a company earnings call and much more.
Animal Spirits: There’s No Crying in Crypto
Michael and I discuss rising interest rates, the different levels of FOMO, inflation vs. wages and much more.
Animal Spirits: Hyperinflation, It’s Happening
Michael and I discuss hyperinflation predictions, Tesla’s impressive run, worker shortages, how wages can rise while inflation stays subdued, Dune and much more.